KIA
SILK

KLR Investment Advisors’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

KLR Investment Advisors’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,292
Closed -$324K – 209
2023
Q3 		$324K Sell
8,292
-508
-6% -$10.6K 0.29% 111
2023
Q2 		$286K Buy
8,800
+31
+0.4% +$1.13K 0.24% 145
2023
Q1 		$343K Sell
8,769
-2,536
-22% -$124K 0.3% 110
2022
Q4 		$597K Buy
+11,305
New +$551K 0.49% 51

Other funds holding SILK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

KLR Investment Advisors's SILK Position: Q4 2023 in Review

KLR Investment Advisors sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q4 2023, closing a stake of 8,292 shares — an estimated $324K sold.

KLR Investment Advisors first reported a position in SILK in Q4 2022 and held it in 4 quarters. The position peaked at $597K in Q4 2022. 133 funds tracked by Wall St. Rank hold SILK as of Q4 2023.

  • KLR Investment Advisors reported no remaining Silk Road Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 8,292 Silk Road Medical, Inc. Common Stock shares in Q4 2023, an estimated $324K.
  • KLR Investment Advisors first reported a position in Silk Road Medical, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
  • KLR Investment Advisors's Silk Road Medical, Inc. Common Stock position peaked at $597K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.